100 min listen
#337 - Ian Cassel - Founder @ Intelligent Fanatics Capital Mgmt - The Art of Microcap Investing
#337 - Ian Cassel - Founder @ Intelligent Fanatics Capital Mgmt - The Art of Microcap Investing
ratings:
Length:
77 minutes
Released:
Feb 15, 2024
Format:
Podcast episode
Description
Ian is the founder of MicroCapClub.com, a global community of microcap investors. He is also the founder of Intelligent Fanatics Capital Management LLC, where his team works with private wealth clients to help give them exposure to the smallest public companies in the world.
We discuss:
The world of microcap investing
Why the greatest investors started in microcap
Building MicroCap Club
Ian’s process for investing in a company
We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.
https://www.thefortpod.com/survey
Links
Ian on X
MicroCapClub.com
Topics
(00:00:00) - Intro
(00:02:06) - Growing up near the Amish
(00:06:31) - Getting into Microcap investing
(00:13:42) - Why most microcaps lose money
(00:16:02) - The cost of being a public company
(00:17:57) - Why the greatest investors started in microcap
(00:21:22) - Experiences during the GFC
(00:26:29) - Starting MicroCapClub
(00:32:20) - Ian’s process
(00:49:30) - Do you expect stock movement when you buy into a company?
(00:54:40) - Due diligence
(01:02:01) - Finding undervalue
(01:03:32) - Emotion in Investing
(01:07:05) - Thoughts on the market
(01:12:02) - What size does a microcap end?
(01:14:06) - What are the best sources of information for mIcrocap?
Support our Sponsors
Fort Capital: https://bit.ly/FortCapital
Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/
Chris on Social Media:
X: https://bit.ly/3BYIjcH
LinkedIn: https://bit.ly/45gIkFd
Watch The Fort on YouTube: https://bit.ly/3oynxNX
Visit our website: https://bit.ly/43SOvys
Leave a review on Apple: https://bit.ly/45crFD0
Leave a review on Spotify: https://bit.ly/3Krl9jO
The FORT is produced by Johnny Podcasts
We discuss:
The world of microcap investing
Why the greatest investors started in microcap
Building MicroCap Club
Ian’s process for investing in a company
We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.
https://www.thefortpod.com/survey
Links
Ian on X
MicroCapClub.com
Topics
(00:00:00) - Intro
(00:02:06) - Growing up near the Amish
(00:06:31) - Getting into Microcap investing
(00:13:42) - Why most microcaps lose money
(00:16:02) - The cost of being a public company
(00:17:57) - Why the greatest investors started in microcap
(00:21:22) - Experiences during the GFC
(00:26:29) - Starting MicroCapClub
(00:32:20) - Ian’s process
(00:49:30) - Do you expect stock movement when you buy into a company?
(00:54:40) - Due diligence
(01:02:01) - Finding undervalue
(01:03:32) - Emotion in Investing
(01:07:05) - Thoughts on the market
(01:12:02) - What size does a microcap end?
(01:14:06) - What are the best sources of information for mIcrocap?
Support our Sponsors
Fort Capital: https://bit.ly/FortCapital
Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/
Chris on Social Media:
X: https://bit.ly/3BYIjcH
LinkedIn: https://bit.ly/45gIkFd
Watch The Fort on YouTube: https://bit.ly/3oynxNX
Visit our website: https://bit.ly/43SOvys
Leave a review on Apple: https://bit.ly/45crFD0
Leave a review on Spotify: https://bit.ly/3Krl9jO
The FORT is produced by Johnny Podcasts
Released:
Feb 15, 2024
Format:
Podcast episode
Titles in the series (100)
#8: James Beshara - Selling a Business to Airbnb: Chris sits down with friend James Beshara, former Founder of Tilt.com (acquired by Airbnb) and former Airbnb Exec. They discuss the founding of Tilt, entrepreneurship, philosophy and friendship. Enjoy! Follow Chris on Twitter: @Fortworthchris... by The Fort - An Entrepreneurship Podcast